Core Insights - Reddit has reported its most profitable quarter with significant revenue growth and user engagement [2][3] - The company is focusing on international expansion and leveraging AI to enhance its platform [8][9] Financial Performance - Reddit's revenue for the second quarter reached $500 million, representing a 78% increase year-over-year, marking the fastest quarterly growth since 2022 [2] - Daily active users increased by 21% to 110 million, with a profit of $89 million and earnings per share of $0.48, compared to a loss of $10 million and a loss per share of $0.06 in the same quarter of the previous year [3] Future Guidance - For Q3, Reddit projects revenue between $535 million and $545 million, indicating a 55% year-over-year growth [5] - The company is targeting international markets, with international revenue increasing by 71% to $91 million in the second quarter [8] Strategic Initiatives - Reddit is implementing machine translation to expand its presence in Asia, Europe, and Latin America, aiming to support around two dozen languages [8] - The introduction of the Reddit Answers tool, an AI-driven search engine, has seen user growth from 1 million in Q1 to 6 million in Q2, enhancing the platform's relevance [9] Investment Considerations - Despite strong performance, Reddit's stock is considered expensive compared to competitors like Meta and Snap, with a 260% increase in the last year [10] - While Reddit is viewed as a solid investment, it is suggested that potential investors wait for a more favorable buying opportunity [11]

16.8 Million WhatsApp And Facebook Accounts Deleted — Meta’s Big Purge https://t.co/pYGZaw8XPK ...

16.8 Million WhatsApp And Facebook Accounts Deleted — Meta’s Big Purge https://t.co/LUCBplIMD2 ...

Microsoft continues to lead big tech in dividend payouts, but Meta Platforms has quietly launched a promising dividend with significant room to grow.Microsoft (MSFT -0.97%) has long been a go‑to for income among tech stocks, while Meta Platforms (META -1.35%) only began paying dividends last year. But Microsoft's long and impressive dividend track record doesn't automatically make it the better dividend stock when comparing the two.On the surface, software giant Microsoft's dividend yield of about 0.6% comf ...

Key Takeaways META shares are benefiting from strong earnings and revenue growth, and positive outlook.New AI-powered ad tools lifted conversions and engagement across Instagram and Facebook.META expects Q3 revenues of $47.5B-$50.5B, aided by strong platform user growth.Meta Platforms (META) shares have climbed 7.2% in the past month. Since the second-quarter 2025 results, reported on July 30, META shares have surged 11%, reflecting strong revenues and earnings growth as well as positive guidance. Meta Plat ...

研究所： 2025 年 08 月 07 日 公司研究 评级：买入(维持) | 正券分析师: | | --- | | 工关 △ 折 · | 证券分析师： 陈梦竹 S0350521090003 chenmz@ghzq.com.cn 证券分析师： 尹芮 S0350522110001 yinr@ghzq.com.cn [Table_Title] AI 驱动业绩超预期，资本开支全球领跑 ——Meta（META）2025Q2 财报点评 事件: 美国时间 2025 年 7 月 30 日，Meta 发布 2025 年 Q2 财报：2025Q2， 公司实现 475.16 亿美元收入/YOY+22%；实现 183.37 亿美元净利润 /YOY+36%；稀释每股收益 7.14 美元/YOY+38%。 投资要点: 1、2025Q2 收入利润超出市场预期，AI 驱动核心广告业务实现量价齐升。 2025Q2，公司实现 475.16 亿美元收入/YOY+22%（彭博一致预期 448.32 亿美元，超出 6%）；实现 183.37 亿美元净利润/YOY+36%（彭博一致 预期 151.66 亿美元，超出 21%)。核心广告业务收入 465. ...

Meta Removes 6.8 Million WhatsApp Accounts Linked to Pig Butchering Scam Rings► https://t.co/l7FvaZhPdM https://t.co/l7FvaZhPdM ...

WhatsApp adds new features to protect against scams | TechCrunch https://t.co/1CdqdxEtEc ...

Q2 25 results strong: Meta revenues grew +21.6% y-o-y, driven by +21.5% in Advertising and beating Visible Alpha expectations by 6%. Operating income came in 19% above consensus, while EPS was up 38% y-o-y (21% beat). Guidance for Q3 25 indicates sales growing by 17-24%, before slowing down in Q4. The main surprise was Meta announcing a cUSD30bn capex increase in 2026 vs a guided range of USD66-72bn in 2025. Also, Meta guides for higher expense growth in 2026 vs 2025 (2025e: +22% at mid-range; pre results c ...

Core Insights - Meta Platforms is the largest social media platform globally, benefiting from increasing ad revenue and a user base exceeding 3 billion across its products [1] - The company is experiencing double-digit EPS and revenue growth, attracting institutional investors due to its liquidity and consistent growth [2] - Meta is expected to invest approximately $70 billion in CAPEX by 2025 to enhance its AI capabilities, which are already yielding significant returns [6] - The recent earnings report showed that Meta exceeded Wall Street EPS expectations for the eleventh consecutive time, leading to a notable increase in share price [7][8] - Meta's AI investments are driving increased user engagement, with a 5% rise in time spent on Facebook and a 6% increase on Instagram, positively impacting its ad revenue [6] Financial Performance - Meta's revenue and EPS growth are strong, with institutional investors showing a keen interest in the company's performance [2][11] - Following the latest earnings report, Meta shares surged over 11%, indicating heavy institutional accumulation [8] AI Strategy - The company is leveraging AI to improve advertising, enhance user experiences, and develop AI devices, with a focus on achieving superintelligence [6] - AI optimization is contributing to increased user engagement on Meta's platforms, which is crucial for its ad business that constitutes approximately 97% of its revenue [6]